Ben Matheny joined Columbia Financial Advisors, Inc. as Client Service Manager/Associate Analyst in 2015. Ben is responsible for overall Company marketing and individual Client Company analytical support. He is responsible for creating print and online marketing materials, the Company’s website, preparing the Company newsletters and designing and executing email blasts, as well as the maintenance and management of our database systems. Ben’s other responsibilities include coordination of seminars, conferences and other events for our senior staff. He provides Client Company research support to our analytical staff and assists in the preparation of proposals and presentations.

Prior to joining Columbia Financial Advisors, Inc. in 2015, Mr. Matheny was a graphic designer/project manager with Legal-Graphics, Inc., a litigation support firm providing visual aids and presentation materials to trial attorneys, from 2009 – 2015.

Mr. Matheny earned a Bachelor of Arts in Art, cum laude from Lyon College in 2003.

Mr. Matheny’s experience stems from his tenure at Columbia Financial Advisors, Inc. and over 10 years of professional experience with various firms where he specialized in the areas of legal presentation development and consulting, database use, development and management, administrative management and support, and social media and marketing support. Mr. Matheny is also engaged in performing industry, economic, and guideline company research and analysis.

Contact:

Phone: (503) 222-0562 ext. 150

Fax: (503) 222-1380

Email: bmatheny@cfai.com

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